Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Utilities AlphaDEX (FXU)  
$33.44 0.24 (0.72%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    4
Total shares held : 
 4,927,141  
% of shares held : 
 5.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 181,161  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.35  
Last Quarter's Ending Price : 
 $31.68  
Last Quarter's Average Price : 
 $29.80  
Change from last quarter's     
avg. price to the last closing  : 
3.64 (12.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 68,497
 1.39%
 
Increased Positions :
31
 719,960
 14.61%
 
Unchanged Positions :
17
 41,593
 0.84%
 
Decreased Positions :
38
-302,306
-6.14%
 
Closed Positions :
14
-304,990
-6.19%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Global Assets Advisory LLC 227 *New 2024-03-31 32,290 $1,000,000 32,290
   Claraphi Advisory Network LLC 109 *New 2022-12-31 19,554 $649,000 19,554
   GTS SECURITIES LLC 963 *New 2023-12-31 13,484 $427,000 13,484
   CI Private Wealth LLC 1686 *New 2023-12-31 13,237 $419,000 13,237
   TWO SIGMA INVESTMENTS LLC 2453 *New 2023-12-31 12,000 $380,000 12,000
   One Charles Private Wealth Services LLC 92 *New 2023-12-31 11,575 $367,000 11,575
   BROWN ADVISORY HOLDINGS INC 1088 *New 2024-03-31 8,521 $277,000 8,521
   Core Wealth Partners LLC 126 *New 2024-03-31 6,730 $218,000 6,730
   Belpointe Asset Management LLC 641 *New 2023-12-31 6,647 $211,000 6,647
   Fortis Capital Advisors LLC 108 *New 2023-12-31 6,647 $211,000 6,647
   ADVISORY SERVICES NETWORK, LLC 1447 *New 2023-12-31 4,305 $136,000 4,305
   Semmax Financial Advisors Inc. 272 *New 2023-12-31 121 $4,000 121
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us